Search results

I guess today is the next in a long series of tests. I firmly believe there is a cohort of investors that jump ship as soon as they realize that RIVIAN loses money right now. They act surprised when quarterly results come in, good or bad, simply because they expect to turn a profit. This, in...

I have my opinions on this as well, but it is probabilistic in nature. Last year when I invested I put the chance of failure at 25%. There would be competition, struggles getting to scale, negative press from all the legacy manufacturers that would highly prefer to use their outdated ICE...

As an investor, it would whole hog awesome to have apple buying RIVIAN for IPO price. That said, the likelihood of that occurring is basically nothing. RJ has spoken at length on their desire for a controlled software stack, having that allows a walled garden approach, which is all that apple...

The movements today are strange. I sincerely wonder when the news hits and what it is. An 8% drop is enough that I believe there is more to the story. Maybe one of the officers sold shares causing a minor chain reaction among people in the know and momentum traders.

Let us not forget that in the end oil is a limited supply, and one that we are approaching at speed. The transition to EVs will happen. RIVIAN is primarily an American company, and at present in America there is a strong desire to avoid the path of progress when it comes to EVs. Lots of folks...

I'm not sure what Rivian could have done to produce better results here. It is early in the day and clearly being a smaller fish than Tesla and being grouped with them is the primary driver for a 5% reduction in the stock price. It isn't the first time this has occurred and it won't be the...

16.6k units would be amazing, I'm not that optimistic but would welcome a surprise like that. If I had to make a wag, it would be 14.2k. Do we get the count today after business hours?

Just curious, is there any way RIVIAN can get something like the following to bolster the plans in GA? Unlike Ford, which is seemingly taking the path of a very much delayed transition to EV, RIVIAN is an EV company that will certainly make better use of this type of financing. As an...

I reserved as well, very excited for the next two years.

Wow, that looks cool. I'm already going to put my name down for one of them (hopefully I can react quickly and get an early place in line), hopefully the real reveal is somewhere near your estimate.

So, there are some smart computer folks here, is there any way to extrapolate additional details from the stills associated with the movie? I'm totally willing to wait and will admit ignorance if what I'm asking about is utterly impractical, but I am curious.

What a strange week. The question of survival to R2 is a valid one. At present, I still believe the company has the ability to do it. This isn't the first make it or break it moment, and it certainly could be the last, but I don't think so. Cost reduction efforts are hugely important right...

I'm also hoping for a RAV4 equivalent in terms of build quality and creature comforts. I own a RAV4 and if RIVIAN can capture even a mediocre slice of that market they will do very well for themselves. Regarding the styling, I'm one of the folks here that like the Bronco aesthetic, so if that...

I'm curious who you might think was the market disrupter was for ICE vehicles that didn't allow a 2nd or 3rd follower. Same question, but pick your industry and product of choice. You are correct that Chinese EVs are strong products, and getting traction in Europe will allow companies like BYD...

Thanks for all the background here. I don't read the document with the same eyes as others. Although it uses formal language to describe acceptance procedures associated with inspection and inventory transfer, there may or may not be another agreement which amends these procedures. Amazon and...

Although there may have been some language that parked vans are considered delivered, it seems likely that the note that unsold inventory would have a small spike relative to other quarters due to Amazon not wanting to take as much in Q4 is represented in the areal footage. We can't know for...

Not the best news today, but still a good quarter of production occurred. With softening rates additional apatite from the market will naturally follow. The automotive industry at large is in a somewhat rough spot with the very high loan rates that new customers face. I expect that to change...

I hope RJ decides to drive a few prototypes (1 for each model type) to the groundbreaking event. It would be a fun way to do the R2 reveal and provide a tangible example showing the purpose of the factory. I think the event would be a hit.

What a great piece of news, we knew there would be at least one of these and it is nice it came so quickly after the announcement. It shows other companies beyond Amazon are materially interested in using Rivian vehicles. Hopefully a few more of these trickle in ahead of the R2 announcement...

While good news for the company plans, this is not unexpected and should have a mostly neutral impact for the stock. That said, those on the fence about RIVN may read more in to this agreement than is appropriate and flip their opinion, irrationally pushing the price up a bit. That is fine by...